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AFDIX vs VTSMX
AFDIX vs VTSMX Comparison
Open Charts AFDIX vs VTSMX
American Century Large Cap Equity I
Price$54.56
Change-$3.83 (-6.56%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$145.82
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
AFDIX vs VTSMX Comparison Chart
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AFDIX vs. VTSMX commentary
Dec 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AFDIX is a Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. AFDIX (4.47B). VTSMX pays higher dividends than AFDIX: VTSMX (1.26) vs AFDIX (0.78). AFDIX was incepted earlier than VTSMX: AFDIX (19 years) vs VTSMX (33 years). AFDIX is a more actively managed with annual turnover of: 21.00 vs. VTSMX (2.00). AFDIX has a lower initial minimum investment than VTSMX: AFDIX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 26.90 vs. AFDIX (16.26). VTSMX return over 5 years is better than : 84.16 vs. AFDIX (73.78).
| AFDIX | VTSMX | AFDIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 16.382 | 26.352 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.47B | 1.84T | 0% |
| Annual Yield % from dividends | 0.78 | 1.26 | 62% |
| Returns for 1 year | 16.26 | 26.90 | 60% |
| Returns for 3 years | 18.61 | 27.88 | 67% |
| Returns for 5 years | 73.78 | 84.16 | 88% |
| Returns for 10 years | 163.41 | 192.04 | 85% |